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James B

Series 65

Jacksonville Beach, FL

Farther

James Bradshaw is a financial advisor at Farther with a Series 65 credential and three years of industry experience. Prior to joining Farther Finance Advisors, LLC, he worked for BBVA Bank for 13 years. Outside of his advisory role, Bradshaw is involved in several business ventures including farming and real estate development, managing a medical receivables company, investing in non-publicly traded companies, and overseeing a women's apparel business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing algorithmic model portfolios and automatic rebalancing across a range of asset classes including ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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